# Salesbricks MCP for AI Agents AI Agent Connect

> Salesbricks MCP lets you manage B2B SaaS billing and subscriptions directly through your AI client. You can create customers, handle invoice audits, track usage data, and manage software plans without leaving your chat interface. It connects your conversational agent to the Salesbricks quote-to-cash platform.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_XwPkxs38fu1JFe44lDZCwwSYetdCHZLZ2RHPGaWz/ai-agent-connect
- **Tags:** quote-to-cash, saas-billing, subscription-management, invoice-tracking, b2b-checkout, revenue-operations

## Description

You're tired of jumping between your billing dashboard and your customer support chat. With this Connector, you can handle the entire quote-to-cash lifecycle right where you're already talking to your customers. If a new B2B client signs up, just tell your agent to create their account and set up their subscription. You can audit revenue by asking for a list of all active invoices or check which software plans are currently being sold. It handles the heavy lifting of tracking usage events and updating customer profiles on the fly. Instead of manual data entry, your AI handles the records while you focus on the conversation. This is one of the core tools in the Vinkius catalog designed to take the friction out of B2B revenue operations. You get a direct line into your Salesbricks data, making it easy to reconcile payments, manage tiers, and keep your billing records accurate without clicking through dozens of tabs.

## Tools

### list_subscriptions
View a history of all active and past subscriptions. It gives you a clear look at your recurring revenue.

### record_usage
Log a specific usage event for a customer. This feeds the billing intelligence needed for usage-based pricing.

### update_customer
Change the name of an existing customer. It's a quick way to keep your CRM data accurate.

### create_subscription
Create a new subscription for a specific customer using a JSON object of plan details. This makes it easy to automate the onboarding of new B2B clients.

### list_products
See every software plan and product you have available. This helps you verify what's currently on the market.

### create_customer
Make a new B2B customer account with a company name and email. This kicks off the entire billing lifecycle.

### delete_customer
Remove a customer from your Salesbricks account permanently. Use this only when you need to purge a record from your system.

### get_customer
Fetch the full profile for a specific customer. It shows their active subscriptions and payment history in one view.

### list_customers
Get a complete list of all customers in your account. This is useful for a quick audit of your current user base.

### list_invoices
Pull a list of every invoice generated in your system. You can use this to check for unpaid bills or past revenue.

## Prompt Examples

**Prompt:** 
```
Add 'Solaris Systems' as a customer with the email 'admin@solaris.io'.
```

**Response:** 
```
I've created the account for Solaris Systems.

| Customer Name | Email | Status |
| --- | --- | --- |
| Solaris Systems | admin@solaris.io | Active |

The account is now ready for subscription assignment.
```

**Prompt:** 
```
What active subscriptions do we have for the 'Pro' plan?
```

**Response:** 
```
Here are the current active subscriptions for the **Pro** plan:

* **Acme Corp** - Started Oct 12, 2023
* **Globex Inc** - Started Jan 05, 2024
* **Initech** - Started Feb 14, 2024

There are currently 3 active B2B subscriptions for this tier.
```

**Prompt:** 
```
Are there any overdue invoices for 'Apex Corp'?
```

**Response:** 
```
I've reviewed the recent ledger for **Apex Corp**. 

* **Invoice #8821**: $1,200.00 - **Past Due**
* **Invoice #8810**: $1,200.00 - Paid

You have one outstanding invoice marked as 'past_due'.
```

## Capabilities

### Create B2B customer accounts
Your agent can set up new company profiles with names and emails instantly.

### Manage software subscriptions
Assign and manage different subscription plans for your clients through chat.

### Audit active and past invoices
Retrieve a full list of generated invoices to check payment status.

### Track real-time usage events
Log system usage data to feed your billing intelligence engine.

### View available product plans
Check your entire catalog of monetized products and software tiers.

### Update customer profile details
Modify existing customer names to keep your records accurate.

## Use Cases

### Onboarding a new enterprise client
A sales lead asks the agent to create a new account for 'Global Tech' and assign them the 'Enterprise' plan. The agent uses `create_customer` and `create_subscription`.

### Handling a billing dispute
A support rep asks the agent to check the last 3 invoices for a specific client. The agent uses `list_invoices` and `get_customer` to find the payment dates.

### Tracking usage for a tiered plan
A developer wants to see how much data a client used today. The agent uses `record_usage` to log the event and `list_subscriptions` to check their current tier.

### Auditing the product catalog
A product manager asks the agent to list all available software plans to ensure the correct pricing is live. The agent uses `list_products`.

## Benefits

- Stop manual data entry by using `create_customer` and `create_subscription` to onboard new B2B clients instantly.
- Get instant visibility into your revenue by pulling all active invoices with `list_invoices` during a meeting.
- Automate usage-based billing by sending real-time data to Salesbricks with the `record_usage` tool.
- Check customer status quickly using `get_customer` to see active plans and payment history in one go.
- Keep your product catalog organized by using `list_products` to see exactly what your agent can sell.
- Manage your user base easily with `list_customers` and `update_customer` to keep your records clean and accurate.

## How It Works

The bottom line is you get a direct bridge between your AI's chat and your billing engine.

1. Enable the Salesbricks application in your Vinkius hub.
2. Copy your X-SALESBRICKS-KEY from the Developer Tools page in your Salesbricks dashboard.
3. Paste the key into the secure parameters to let your agent talk to the API.

## Frequently Asked Questions

**Can the Salesbricks MCP handle B2B customer creation?**
Yes, it lets your agent create new accounts with company names and emails instantly. This helps you onboard new clients much faster.

**How does it help with usage-based billing?**
You can use it to record usage events, which Salesbricks then uses to calculate accurate bills. It's perfect for tracking data consumption or seats.

**Can I audit my revenue with this Connector?**
You can pull a full list of invoices and active subscriptions to see exactly what's coming in. It's great for quick revenue checks during meetings.

**Does it work for managing different software plans?**
Yes, it lets you see every product plan you have available in your Salesbricks account. You can verify your offerings in seconds.

**Is it safe to delete customers?**
You can delete customers, but the action is permanent. It's best to use it only for cleaning up old records to keep your database tidy.

**How do I get my billing data into my AI?**
You connect the Salesbricks MCP to your AI client and provide your API key. From there, your agent can access all your billing and subscription data.

**Can the AI forcefully complete, cancel, or permanently delete invoices natively in Salesbricks?**
No. The integration ensures strict read and record functionalities largely scoped. Tools exist to list your active ledgers, check subscriptions, and securely create items. Hard deletions of generated financial objects are intrinsically abstracted to preserve data health seamlessly natively.

**Does the `create_customer` feature directly start building and processing a payable cart?**
The `create_customer` tool is explicitly isolated to constructing a metadata profile strictly in the Salesbricks directory to link future purchases manually. To initiate a true subscription pipeline dynamically to them, the specialized `create_subscription` method is typically handled passing precise product details independently.

**What happens when I trigger the `record_usage` event through the AI interface chat organically?**
Invoking `record_usage` accepts a simple JSON object constructed by the AI modeling your required data shape accurately. Salesbricks smoothly processes this metered data to bill users correctly based exactly efficiently organically natively purely precisely on the event consumed flawlessly in your infrastructure correctly nicely accurately cleanly completely elegantly automatically faithfully successfully.